Forvis Mazars Private Client
Forvis Mazars Wealth Advisors LLC Finance iPhoneiPadiPod touch
Forvis Mazars Private Client is a free Finance app for iPhone and iPad by Forvis Mazars Wealth Advisors LLC. Requires iOS 15.1. Updated September 22, 2026.
- Price
- Free
- on the App Store
- Size
- 44 MB
- Age 4+
- Updated
- Sep 22
- 2026 · v22.0.0
Screenshots
About Forvis Mazars Private Client
This app provides an intuitive financial dashboard of your finances, document vault, interactive reports, budgeting tools and more – all in a secure and easy to use mobile app. TOP FEATURES • Interactive dashboard showing you your complete financial picture. • Dynamic reports with current investment information. • Document vault for securely sending and receiving files with your financial advisor. • And more!
What’s new
Version 22.0.0 · Updated September 22, 2026
Bug fixes and enhancements
App privacy
The developer, Forvis Mazars Wealth Advisors LLC, reported these privacy practices to Apple.
Data Not Collected
The developer does not collect any data from this app.
Alternatives to Forvis Mazars Private Client
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| App | Rating | Price | Last updated | Compare |
|---|---|---|---|---|
| Forvis Mazars Private Client | – | Free | September 22, 2026 | |
| TaxCaddy | 4.5 / 5 (8,626) | Free | Aug 10, 2026 | Compare |
| Envestnet Client View | 3.6 / 5 (14) | Free | Oct 8, 2026 | Compare |
| Central Bank - Business | 1.5 / 5 (28) | Free | Oct 13, 2026 | Compare |
| Multipli Credit Union | 4.7 / 5 (4,832) | Free | Oct 15, 2026 | Compare |
| Capitol Federal® Mobile | 4.8 / 5 (7,471) | Free | Oct 21, 2026 | Compare |
| Great Southern Mobile | 4.8 / 5 (8,706) | Free | Oct 15, 2026 | Compare |